About Us
Advanced Books and Balancing was created with a simple purpose, to help people understand their finances with clarity and confidence. After years of seeing individuals and business owners struggle to make sense of their books, tax returns, and overall financial picture, Patrice built AB&B as a place where clients receive clear explanations, organized systems, and reliable support without judgment or confusion.
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AB&B provides bookkeeping, tax preparation, HR support, and financial guidance for individuals, families, and growing businesses. The firm is listed on the IRS Directory of Federal Tax Return Preparers as an AFSP credentialed provider, reflecting a strong commitment to continued education, accuracy, and high quality service.
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At AB&B, the focus is on clarity, care, and consistency. Clients trust the firm to bring order to their finances, help them understand their numbers, and support long term stability through reliable communication and personalized guidance.
About Patrice
Meet Our Founder
Patrice Worthen
CEO
Patrice Worthen is a trusted financial professional, IRS Annual Filing Season Program, AFSP, credentialed preparer, and founder of Advanced Books and Balancing. With more than twenty two years of experience, she supports individuals, families, small businesses, and nonprofits through bookkeeping, tax preparation, and financial guidance designed to bring clarity and peace of mind.
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Patrice is known for her balanced approach, combining accuracy, structure, and strategy with genuine care and clear communication. She understands that finances can feel overwhelming, so she guides clients with patience and a steady focus on long term stability.
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Beyond her work, Patrice serves her community through engagement and advocacy efforts that center Black women and marginalized communities. She is also raising two sons, both published authors of affirmation books, who inspire her commitment to empowerment, growth, and legacy building.
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With every client relationship, Patrice brings professionalism, compassion, and a deep dedication to helping people feel confident and in control of their financial lives.
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